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Name Holding Trade Value Shares
Change
Change in
Stake
GWP
276
Gen-Wealth Partners
Michigan
$825K +$190K +3,401 +30%
CSA
277
Cornerstone Select Advisors
Missouri
$814K +$66.8K +1,198 +9%
AA
278
Advisory Advocates
Michigan
$805K +$76.2K +1,366 +11%
HP
279
Highlander Partners
Texas
$805K – – –
BPA
280
Beacon Pointe Advisors
California
$801K +$5.19K +93 +0.7%
CIA
281
Concurrent Investment Advisors
Florida
$793K +$11K +198 +1%
ACP
282
Aviance Capital Partners
Florida
$789K – – –
Bessemer Group
283
Bessemer Group
New Jersey
$789K – – –
MC
284
Moors & Cabot
Massachusetts
$785K – – –
AIP
285
ARS Investment Partners
New York
$783K – – –
MA
286
Modus Advisors
Minnesota
$782K – – –
SW
287
SteelPeak Wealth
California
$766K -$44.1K -790 -5%
Truist Financial
288
Truist Financial
North Carolina
$761K -$76.6K -1,373 -9%
LFG
289
Larson Financial Group
Missouri
$759K -$91.9K -1,647 -11%
HAG
290
HighPoint Advisor Group
Illinois
$754K -$47.3K -848 -6%
CB
291
Commerce Bank
Missouri
$751K – – –
AAM
292
Augustine Asset Management
Florida
$736K – – –
JWCA
293
J.W. Cole Advisors
Florida
$735K -$24.3K -436 -3%
BFS
294
Bradley Foster & Sargent
Connecticut
$717K – – –
SOW
295
State of Wyoming
Wyoming
$715K +$708K +12,692 New
DT
296
Diversified Trust
Tennessee
$703K – – –
AWA
297
Arete Wealth Advisors
Illinois
$701K -$12.3K -220 -2%
SWA
298
Stratos Wealth Advisors
Ohio
$696K +$22.8K +409 +3%
HSA
299
HBK Sorce Advisory
Pennsylvania
$695K -$1.84K -33 -0.3%
DAS
300
Dynamic Advisor Solutions
Arizona
$690K +$73.4K +1,316 +12%